Permissions: To review and monitor data using the IDRP, a user must have the Data Central and View privileges.
Data Central users with Reviewer Roles can add and manage Review Objectives within Data Central Configuration (they see only Review Plan in the left navigation if they do not have the Study Configure privilege).

The Integrated Data Review Plan (IDRP) for a study is configured within Data Central Configuration.

Integrating the Data Review Plan (IDRP) into the elluminate platform brings review planning and execution into the same environment used for data ingestion, cleaning, visualization, and analysis. This integration provides a consistent framework for defining review objectives, assigning responsibilities, and tracking review progress across teams. Keeping review activities within elluminate allows users to work from a single system rather than managing plans externally or moving between multiple tools, which simplifies workflows and supports more efficient data review.

Access the IDRP

From the Data Central Studies page, click the Objectives to Review tile on a study card to navigate to the Review Plan Dashboard and see the Review Objectives in the left navigation.

Alternatively, if already in a Data Central study, access the Review Plan from the left navigation in the Study Status section.

Badges: Next to Review Plan are two badges:

• Green: Indicates the number of completed objectives for the logged-in role.
• Red: Indicates the number of objectives that are not started or are in progress for the logged-in role.

Options Menu: Hover over Review Plan in the left navigation to display the Options (ellipsis) icon. Select the icon to open a menu with Review Plan Dashboard, Review Plan Panel (the Review Objectives list), and Review Plan Details (a new sheet with a split view showing the Review Objectives list on the left and details for the first objective on the right).

To open the Review Plan in the left navigation, click Review Plan.

Tip: To quickly access the Review Plan Dashboard, click the Workspace drop-down in the master header and select Review Plan Dashboard under the elluminate folder.

Review Plan

The Review Plan opens over the left navigation and displays the review objectives for the logged-in role. The list is organized by primary domain. By default, the first domain is expanded, showing each review objective with a Status icon (Not Started, In Progress, Complete, or Unknown). Click a domain to expand it and view its review objectives. Use the scrollbar to view additional domains in the list.

Blue Badge: Indicates the number of review objectives assigned to the logged-in user's role.

Options (ellipsis) icon: Click the Options icon to select from the following actions:

• Search: Opens the Search field. Enter a value from the Review Objective Identifier, Description, or Primary Domain. As text is entered, matching review objectives display.
• Review Plan Dashboard: Opens the Review Plan Dashboard.
• Review Plan Panel: Opens the Review Plan panel floating on the existing sheet.
• Review Plan Details: Opens the Review Plan listing and details view side by side.

Clipboard icon: Click to close the Review Plan in the left navigation.

X: Click to return to the previous level of the Review Plan in the left navigation.

Role Selector: Displays the Data Central reviewer role for the logged-in user. Read Only users see Data Manager as the default. To view review objectives for other roles, click the drop-down and select a role. Review actions are disabled when the selected role does not match the logged-in user’s role. In this case, the view is read-only.

Use the Search field to narrow the list of roles. As text is entered, matching roles display. Click the role selector or outside the selector to close the list of roles.

The Progress Bar beneath the role selector indicates the number of completed objectives out of the total number of objectives assigned to the selected role.

Review Plan Dashboard

The dashboard opens displaying the Review Plan Summary sheet based on the logged-in user's reviewer role. The Review Cycles sheet is also available.

Standard Data Central functionality is available. Click column headers to sort and filter. Right-click column headers to fix columns left or right, and right-click cells to view details or filter by value. Toolbar options support searching, pagination, access to the details panel, and export to Excel. Standard Visualization functionality is available for charts. Clicking a chart segment filters the entire dashboard based on the selected value. Click the white space in the chart to clear the filter.

Review Plan Summary Sheet

The Review Plan Summary sheet displays the number of objectives for the logged-in role, the objectives' statuses (with colored badges indicating Not Started, In Progress, and Complete counts), and the number of primary domains across the top. 

The charts include the following:

• An Objectives Breakdown pie chart showing Status by default. Click the Priority toggle to view by priority.

• An Objectives By Group combo chart displaying each Primary Domain by Status by default. Click the CTQ or Risk toggle to group by CTQ or Risk, or click the Priority toggle to view by priority. 

The list of Review Objectives is at the bottom of the dashboard. 

All Roles View

Read Only users see only the All Roles view of the Review Plan Summary sheet.

Users with Reviewer roles see a Show All Roles switch in the dashboard toolbar. This switch enables viewing the Review Plan Dashboard across all roles. The All Roles dashboard includes the same information as the role-specific view, plus the following:

• An additional KPI in the breakdown showing the number of Reviewer Roles. 
• An Objectives By Reviewer Role combo chart, grouped by Status by default. Click the Priority toggle to view by priority. 

The underlying data includes all roles configured for the study.

Important: In the Show All Roles view, the Review Objectives table displays an All Roles Status column, which represents the combined status across all Reviewer Roles. A Review Objective in this view is not considered Complete until each Reviewer Role assigned to the objective has completed their review.

Review Cycles Sheet

The Review Cycles sheet displays a cycle-by-cycle view of each Review Objective. This view provides visibility into review progress across roles, frequencies, and review materials to support timely completion of review activities. 

The charts include the following:

• A Review Cycle Status Breakdown pie chart showing statuses of Complete, In Progress, Missed, and Not Started.

• An Objectives By Cycle Status combo chart showing the number of review cycles by Primary Domain by default. Click the CTQ, Risk, Identifier, or Priority toggle to group by any of these values.

• An Objectives By Reviewer Roles combo chart showing the number of review cycles by Primary Domain by Reviewer Role by default. Click the Identifier or Priority toggle to group by any of these values. 

The Review Objectives Review Cycles listing is located at the bottom of the sheet. This list includes Programmatic and Manual frequency details, cycle due dates, completion timestamps, reviewer roles, and material-level completion indicators. Each review material displays the username of the person who completed the review, along with the completion date and time. Missed or pending items are indicated when applicable. Scroll horizontally to view all columns. Exported files include color-coded statuses and clickable identifiers.

Review Plan Panel

This Review Plan Panel contains the Review Objectives assigned to the logged-in Reviewer Role. The panel can be docked on any sheet.

Review Plan Details

The Review Plan Details sheet opens in a split view, with the Review Objectives panel on the left and the details for the selected record on the right.

Filter and Sort & Group By

To filter the list of objectives displayed in the left navigation, click the Filter icon, then select and apply the desired filter parameters. Filters are additive. Select values from one or more categories, including Status, Priority, Critical Fields, and Risk Associated. Only review objectives matching all selected values display.

To sort and group by, click the Sort & Group By tab, then select and apply the desired options. Sort By Identifier (A-Z or Z-A) or Status. Group By Primary Domain, Priority, Status, or Risk. User preferences persist across studies and sessions.

Review Objectives Listing

The full list of Review Objectives assigned to the logged-in reviewer role can be accessed from the Review Plan Dashboard, Review Plan Panel, or the Review Plan Details.

The columns in this listing include:

Toolbar Icons

• Search: Find and navigate to a specific column.
• Export to Excel: Click to download the Review Objectives listing.
• Previous / Next Page: Navigate through the pages of the listing, depending on the number of visible rows.
• Details: Select a row and click the Details icon or double-click a row to open the Objective details panel.
• Maximize / Restore: View the panel full screen or restore it to its original size and location.
• X: Close the panel.

Objective Details View

View objective details in a vertical layout. Use the links to access associated review materials and related data assets.

Review Objective Review Cycle Notifications

When Review Objective Notifications are enabled for a user, either through the Review Objective Notifications column or the Receives Review Objective Notifications checkbox in Reviewer Roles configuration, the user receives reminder and missed-cycle notifications based on the Review Objective’s configured review frequency.

Notification behavior by frequency:

• Daily: No reminder or missed-cycle notifications are sent.
• Weekly: Reminder notifications are sent 2 days before and 1 day before the review cycle end. On the final day, if the review is not completed, a missed-cycle notification is sent and the review cycle is reset.
• Monthly: Reminder notifications are sent 15 days from the start date, 2 days before, and 1 day before the review cycle end. On the final day, if the review is not completed, a missed-cycle notification is sent and the review cycle is reset.
• Quarterly: Reminder notifications are sent 45 days from the start date, 2 days before, and 1 day before the review cycle end. On the final day, if the review is not completed, a missed-cycle notification is sent and the review cycle is reset.
• Annually: Reminder notifications are sent 180 days from the start date, 2 days before, and 1 day before the review cycle end. On the final day, if the review is not completed, a missed-cycle notification is sent and the review cycle is reset.

Perform Review from the Review Plan

1. Open the Review Plan.
2. Confirm your reviewer role displays in the role selector.
3. Select a review objective in the left navigation. The icon to the left indicates the current review status.
   

The Objective Details panel opens in the left navigation, displaying the status, primary domain name, objective, and optional additional instructions, followed by Programmatic Review Materials, Manual Review Materials, and Objective Details.

Review Status Indicators

Pay attention to the status icons to the left of each Programmatic Review Material and to the right of each Manual Review Material. These icons indicate the review state of the review materials and align with the review objective’s status. Hover over an icon to view a tooltip.

• A red dashed circle icon indicates items that need review.

• A green checkmark circle icon indicates items that have been reviewed.

The review objective Status displays as:

• Not Started (red dashed circle): All Programmatic Review Materials have records to review, and no Manual Review Materials have been reviewed.

• In Progress (yellow timer): At least one Programmatic Material has no records to review, or at least one Manual Review Material has been reviewed.

• Complete (green checkmark circle): All Programmatic and Manual Review Materials have no records to review.

• Unknown (grey): The review objective cannot evaluate status, for example, if the associated Reviewer Role was deleted. A user with the appropriate privileges must update the review objective in Data Central Configuration.

Perform Programmatic Review

4. In the Programmatic Review Materials section, review the items listed. The icon to the left indicates the objective review status.
   The Issues and Queries icons on the right indicate whether open or in-progress issues or open queries exist.

   • Green icons indicate no open or in progress issues or open queries.

   • Red icons indicate open queries or open or in-progress issues.

5. Click a domain name to open its listing. Review the records and mark them as reviewed. The corresponding status icon updates automatically.

6. Click an Orchestrator Rule name to open the appropriate review panel.

   • If the rule creates only issues, the Issues panel opens prefiltered to Open & In Progress Issues created by that rule.

   • If the rule creates only queries, the Queries panel opens prefiltered to Open Queries created by that rule.

   • If the rule creates both issues and queries, a combined Open Issues & Queries sheet opens with both panels docked side by side and prefiltered to the correct rule and statuses.

7. Hover over the Issues or Queries icons to view a tooltip displaying the exact count of open or in-progress items. Click an Issues or Queries icon to open the corresponding panel automatically filtered to records associated with that Data Listing or Orchestrator Rule.

Perform Manual Review

8. Review items in the Manual Review Materials section. This section includes Data Central Visualizations, Workspaces, App sheets, and RBQM Dashboards. The icon to the left of each item indicates the material type.
   The Status icon to the right indicates review completion.

Hover over a status icon to view a tooltip showing either 'Click to mark as reviewed' or 'Reviewed by user, date, and time.' All status updates are recorded in the Audit Log.

9. Click an item to open it and perform the review:

   • Clicking a Data Central Visualization opens the visualization panel, which can be docked.

   • Clicking a workspace opens the workspace.

   • Clicking an App sheet opens the sheet filtered to the current study.

10. Update the review status:

    • Click the red dashed circle to mark an item as reviewed.

    • Click the green checkmark circle to remove the review status.

Review Additional Objective Details

11. Scroll down in the left navigation to view additional objective details:
    • Identifier: The unique identifier for the objective.
    • Primary Domain: Click to open the Data Central listing.
    • Secondary Domain(s): Click to open the Data Central listing.
    • Fields: Click to open the Data Central listing navigated to the selected field column. Fields marked with a critical icon and orange text are designated as critical in Metadata.
    • Priority: The priority level assigned to the objective.
    • Risk(s): The linked risks in RACT. Click to navigate directly to the corresponding risk in RACT.
    • Reviewer(s): The roles configured to perform review.
    • Programmatic Review Frequency: The scheduled recurrence of the programmatic review.
    • Manual Review Frequency: The scheduled recurrence of the manual review. 
12. Move to another review objective:
    1. Click the Next icon to move to the next objective, or
    2. Click the X icon to close the current objective and select another from the list.